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Sync calendars & contacts

Manage your daily meetings and contacts in one place by syncing Fireberry to a Google or Office 365 account. You can choose the type of information you’d like to transfer and the direction.

Syncing your account

Your contacts and calendars can be synced to or from any Google or Office 365 account easily and conveniently. By integrating these platforms, you will be able to manage all your data in one place instead of working across multiple platforms.

In order to sync an account to Fireberry, first click on your profile picture in the upper right corner, and then click the green Profile button. This will open the profile settings. Choose the Sync Calendars & Contacts from the left sidebar and then click Connect under either the Google or Office 365 options, depending on the provider you want to sync.

Clicking the Connect button will open an authentication page where you will be prompted to log into your account. Once you log in, click the Allow access button to allow Fireberry to access and then sync your contacts and meetings.

Please note: You can sync your account to any Google or Office 365 account. There’s no requirement to use the email connected to your Fireberry profile.

Sync settings

Once you’ve connected a Google or Office 365 account to your system, you can choose the type and direction of the sync. The Sync Settings will open automatically when you set up a new sync, and can be changed at any time.

Sync type

You can choose to sync your contacts, calendar, or both. To select your sync options simply click on the circle next to the Contacts option, Calendar option, or both. This will color the circle green and add a checkmark. To deselect an option, simply click the green circle.

Tip: If you’d like to temporarily suspend syncing but keep your Google or Office 365 account connected to Fireberry, simply deselect both sync types and click Save.

Now that you've chosen the information to sync, you can set the direction of the sync.

Sync direction

For each sync type you select, you’ll also need to set the direction of the sync. The direction options are as follows:

  • Fireberry > Google / Office 365: Data will only be transferred from Fireberry to the selected email provider. For example, if you create a contact in Fireberry, it will be added to your email account.
  • Google / Office 365 > Fireberry: Data will only be transferred from the selected email provider to Fireberry. For example, if you create a contact in your email account, it will be added to Fireberry.
  • Full Sync: Data will be transferred in both directions between Fireberry and the selected email provider. By selecting this option, your contacts and meetings in both your email account and Fireberry will correlate. 

To select a sync direction, simply click on the box to the right of the Contacts or Calendar option and then choose your preferred direction.

Once you’ve chosen your sync settings, be sure to start the synchronization by clicking Save.

Important note: It can take up to 24 hours for the initial sync to complete.

Data transfer

As soon as you save your sync settings, your data will begin to sync. The synchronization process will then continuously update your platforms based on the sync type and direction you chose. Each sync type and direction has specifications of what will be synced and when.

Contacts

If you’ve chosen to sync your contacts, they will be transferred in the direction you set once a day. This means that every time you create a new contact, it will be transferred to the chosen platform within 24 hours. In this way, your contacts will stay up to date between platforms, and you’ll easily be able to contact people you’ve been in touch with.

Each contact which is synced will transfer the following three fields: First Name (firstname), Phone (telephone1), and Email (emailaddress1). If you’ve changed the names of these fields you can use the API names found in the parentheses above to uniquely identify each field. To learn how to view a field’s API name, click here.

Calendar

If you’ve chosen to sync your calendar, the initial sync will transfer all your future meetings. However, past meetings, meaning those that occurred before the current date, will not be transferred in either direction. When transferring meetings into Fireberry, the initial sync will consist of the 500 meetings which were most recently created or updated. 

Each meeting which is synced will transfer the following five fields: Subject (subject), Start Date (scheduledstart), End Date (scheduledend), Location (location), and Description (description). If you’ve changed the names of these fields you can use the API names found in the parentheses above to uniquely identify each field. To learn how to view a field’s API name, click here.

Your meetings will then continuously sync whenever a meeting is created, updated, or deleted from a platform. Fireberry will transfer your meetings to the selected email account immediately. Meetings which are created, updated, or deleted in your email provider will be transferred to Fireberry once an hour. By continuously updating your calendars, you’ll be able to stay on top of your schedule and never miss an important date or rescheduled meeting.

Please note: If you change the status of a meeting to canceled, it will disappear from your calendar. However, it can still be found in the meeting's related record or under the Meetings object. To permanently delete a meeting, choose the delete option.

Edit or disconnect a sync

You can edit or disconnect a sync at any time. Start by navigating to the Sync Calendars & Contacts tab of your profile, which is explained above

Editing the sync settings

To edit an existing sync’s type or direction, start by clicking the Settings button. 

You can edit a sync by selecting a new type, selecting an existing type, or changing the sync direction of a sync type. By adding a new type or changing the sync direction, you’ll start the initialization process for that sync option. If you remove a sync type or change the direction to anything besides Full Sync, you will stop the transfer of this data, but no existing data will be changed or deleted.

Be sure to click Save once you’ve changed your settings. 

Disconnecting a sync

To disconnect an email provider, simply press the Disconnect button. A pop up will appear where you will need to click Ok to confirm that you’d like to disconnect your email provider. By disconnecting your account, you’ll stop the input and output of any data, but any previously synced data which is already in either system will not be changed or removed. You can easily connect a new email provider by clicking Connect.

Please note: If your sync doesn’t seem to be working, this may be because the password was changed for your Google or Office 365 account. If this is the case, simply disconnect and then reconnect the sync using your new password.

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